Idealist Consulting

Salesforce Consultant

• Provide system administration, design, and optimization services inline with Managed Service contract engagement standards & SLA’s
• Educate, guide, and empower clients in the Idealist Way
• Balance response times and approvals across multiple assignments
• Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality
• Escalate client or consultant capacity concerns to Client Success for resolution support
• Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization
• Facilitate client need assessment, through user story collection, grooming, and prioritization
• Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation
• Support validation and user acceptance testing
• Ensure data integrity, hygiene, and security
• Provide documentation to empower client understanding and ownership of their system
• Facilitate the selection and implement third-party solutions and applications as needed
• Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications
• Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems
• Provide on project mentorship for Jnr Consultants and new hires
• Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified
• Stay up to date on Salesforce best practice, ecosystem trends, and product releases
• Advise and train clients on product enhancements, new functionality, and adoption opportunities

1099 Contract Nonprofit Salesforce Consultant, Business Analyst

Sales

• Oversee service delivery across the Managed Services portfolio.
• Own the day-to-day delivery rhythm for all managed service engagements.
• Partner with Client Success to translate renewal goals, account plans, and CSAT feedback into operational adjustments.
• Run a weekly portfolio review covering hours burn, SLA performance, risk signals, and consultant load; escalate proactively to the Director of Service Delivery.
• Serve as the executive escalation point for unresolved client issues in the support portfolio.
• Manage consultant assignment and capacity.
• Evaluate and assign consultants to engagements based on skill match, team cohesion, client context, and capacity.
• Maintain a forward looking capacity model across roles and flag gaps in advance.
• Ensure on-target utilization across teams while protecting humane workloads and learning time.
• Overcome resource limits through reallocation, queue management, cross-training, and selective contractor expansion.
• Ensure quality assurance and service excellence.
• Define and uphold service quality standards across the portfolio, including documentation standards, change management, peer review, and acceptance criteria.
• Operate a structured QA program: spot checks on configuration work, periodic instance audits, and post-engagement reviews on every renewal.
• Translate CSAT and qualitative feedback into concrete coaching, training, or process changes within 30 days of receipt.
• Maintain the Service Delivery playbook and runbook library so that every consultant has a defensible default for routine work.
• Guide delivery systems and tooling.
• Serve as the business owner for the internal Salesforce org, Asana service request boards, Story Navigator, and Lever as they relate to Managed Services workflows.
• Partner with Operations and the internal admin team to evolve reporting on capacity, billable hours, forecasts, project margin, and CSAT.
• Identify automation and AI opportunities within delivery operations, including the application of Idealist Guide capabilities to internal workflow.
• Hold delivery systems to the same standard we hold client systems: clean data, current documentation, and a reliable audit trail.
• Develop people and culture across managed service delivery team.
• Embody Idealist Consulting’s values-aligned management philosophy.
• Identify needs and collaborate with HR on talent sourcing, contract negotiation, and onboarding as Hiring Manager.
• Use standardized reviews and quarterly conversations to foster healthy working relationships, identify employee strengths and weaknesses, and support their growth and development within the organization.
• Encourage professional development and make employee promotion recommendations.
• Manage performance concerns and realignment plans as needed.
• Collaborate with HR on compliance of company, state, and local policies as needed.
• Partner across the company on outcomes.
• Collaborate with Sales and Client Success to ensure new Managed Services agreements so estimates reflect operational reality as needed.
• Inform pricing, packaging, and SLA design with on-the-ground data from delivery.
• Represent Managed Services in the Service Delivery leadership team and contribute to annual planning, hiring, and budget conversations.
• Help shape the next generation of service offerings, with a particular focus on AI enabled support and humanitarian sector growth.

Salesforce Service Delivery Manager – Support Services

Digital Marketing

• Execute on Marketing initiatives as assigned
• Research target accounts
• Targeted promotion of events and webinars
• Support social media posting as assigned
• Execute campaign outreach as assigned
• Maintain accurate records
• Ensure Salesforce data is complete
• Upload and complete lead and event attendance data
• General data entry and administrative support
• Provide executive assistance to the Director of Marketing as assigned

Part-Time Digital Marketing Coordinator

Solutions Engineer

• Translate business requirements into well-architected solutions that best leverage the Salesforce platform and product ecosystem
• Provide sales opportunity support including product demos, sales discovery, and advice on estimates as requested.
• Articulate and document the benefits and risks to a solution’s feasibility and functionality to clients and sales reps
• Contribute solution expertise to RFI and RFP responses as assigned
• Lead Solution Architecture and project solution vision in the Idealist Way
• Lead discovery process with clients using Story Navigator to determine ERD, need for custom code, and application integrations
• Plan sprints and support data mapping
• Oversee UAT and contribute to test script documentation and bug fixes as needed
• Develop and document user instructions and administrative maintenance requirements for use in our custom-coded Salesforce solutions for clients
• Conduct project audits, architecture reviews, and provide cure recommendations as assigned
• Advise on best practices and support service delivery quality and practice consistency through the creation of process templates, mentorship and knowledge sharing.
• Stay up to date on third party applications and report on high level functionality, use case, and integration capacity
• Follow and understand new Salesforce product and technical capabilities resulting from product releases and acquisitions, make recommendations for R&D
• Some travel to meet with clients and participate in pre-sales engagements may be required
• Maintain target utility 70%

1099 Contract Nonprofit Salesforce Consultant, Business Analyst

Salesforce Service Delivery Manager – Support Services

Part-Time Digital Marketing Coordinator

Salesforce Solution Architect – Nonprofits